Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,427 | $64,324-57.4% | $118,914-76.9% | $79,856-65.7% |
| Participation rate | 98.0% | 64.9%+33.1pp | 75.4%+22.6pp | 69.6%+28.4pp |
| Annual return | 14.36% | 86.45%-72.1pp | 35.89%-21.5pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,304 | $1,836+25.5% | $3,264-29.4% | $2,471-6.8% |
| Participant deferral / active EE | $1,383 | $2,824-51.0% | $4,266-67.6% | $3,741-63.0% |
| Admin fee / account holder | $617 | $4,040-84.7% | $6,582-90.6% | $5,306-88.4% |